Applied Materials Falls 4%, Lam Research and Teradyne Sink 5%: What’s Prompting the Selloff in Chip Equipment Stocks?
Chip equipment stocks are selling off hard even as Treasury yields drop and the broader market climbs, and the disconnect points to something more troubling than a rates problem lurking beneath the AI infrastructure trade.
Yahoo15 days agoKLAC
Applied Materials: When Beating Wall Street Numbers Isn't Enough
AI-driven semiconductor equipment outlook: Applied Materials, Inc. revenue, margins and segment mix (foundry/DRAM). Click for more on AMAT earnings.
SeekingAlpha17 days agoKLAC
After A Punishing July, KLA Stock Is Now A Buy (Rating Upgrade)
SeekingAlpha21 days agoKLAC
Applied Materials sees revenue above estimates, shares fall on high expectations
Applied Materials forecast fourth-quarter revenue above Wall Street expectations on Thursday, betting that unabated demand for advanced AI chips will continue to fuel robust spending on its semiconductor manufacturing equipment. The company, which supplies tools for key wafer fabrication processes such as physical vapor deposition and ion implantation, is benefiting from increased spending by chipmakers to support a rapid build-out of AI infrastructure. Yet, its shares fell 4% in extended trading on high investor expectations heading into the results.
Yahoo21 days agoKLAC
KLA Drops 9% in a Month: Should You Buy the Stock on the Dip?
KLAC's 9.3% monthly drop highlights near-term margin and supply risks, even as AI demand, HBM and advanced packaging support its long-term growth outlook.
Yahoo21 days agoKLAC
Teradyne Drives Robotics With AI: Can It Outpace KLAC and COHU?
TER's AI-driven robotics growth is accelerating as data center demand boosts automation and semiconductor testing.
Yahoo22 days agoKLAC
MG vs. KLAC: Which Stock Should Value Investors Buy Now?
MG vs. KLAC: Which Stock Is the Better Value Option?
Yahoo22 days agoKLAC
KLA Corporation (KLAC) Positioned to Benefit from Semiconductor Chip Complexity
TCW Funds, an investment management firm, published its second-quarter 2026 investor letter for the ‘TCW Concentrated Large Cap Growth Fund.’ A copy of the letter can be downloaded here. During the second quarter, AI monetization, a fragile Middle East ceasefire, and a Federal Reserve leadership transition were the significant events. All major indices ended higher, […]
Yahoo22 days agoKLAC
KLA Corp (NASDAQ:KLAC) Fits the Quality Investing Playbook
KLA Corp shines in quality investing screens with strong growth, 73.9% ROIC, low debt, and high cash conversion, though valuation is rich.
ChartMill22 days agoKLAC